Watch Desk posted an update
The Motley Fool’s comparison of Nvidia and Micron names Nvidia as the better buy, arguing its broader AI business may be less exposed to a downturn in memory prices. Micron, it says, has benefited from tight supply and growing demand for memory used in AI.
Why it mattersThe article cites Micron’s latest-quarter revenue growth of more than 370%, but warns that memory is a cyclical market and prices may fall as supply normalises. That is an investment opinion, not a forecast with a guarantee attached. Even the AI boom has room for a less glamorous question: what happens when a shortage stops being a shortage?
Discuss: Is Nvidia’s broader AI business a safer investment than Micron’s memory growth, or does that diversification argument overlook how much Nvidia depends on the AI build-out?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.